+20,174.1%
SOXL vs PTEN
+10.1%
+20,164.1%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PTEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | -0.4% | +5.6% | +5.5% |
| 7D | +3.9% | +3.5% | +0.4% | +1.9% |
| 30D | -14.3% | +17.5% | -31.8% | -22.2% |
| 3M | -45.6% | +12.7% | -58.3% | -50.6% |
| 6M | +117.2% | +33.1% | +84.1% | +70.7% |
| YTD | +189.8% | +116.4% | +73.4% | +69.3% |
| 1Y | +317.7% | +141.2% | +176.6% | +128.7% |
| 3Y | +478.6% | -3.8% | +482.4% | +448.1% |
| 5Y | +169.5% | +92.7% | +76.8% | +53.3% |
| 10Y | +5,222.1% | -17.1% | +5,239.1% | +2,923.3% |
| All | +20,174.1% | +10.1% | +20,164.1% | +5,059.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PTEN.
Daily Out/Under-Performance
Portfolio return minus PTEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PTEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling